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Cisco Umbrella for MSPs User Guide

Cisco Umbrella for MSPs User Guide
- Welcome to Cisco Umbrella for MSPs
  - Navigate the MSP Console
    - Centralized Reports
      - Notifications
    - Centralized Settings
    - Customer Management
      - Searching for Customers
    - MSP Settings
- Manage MSP Customers
  - Add a New Customer
  - Update Customer Information
  - Access a Customer's Umbrella Dashboard
  - Delete a Customer
- Manage Centralized Settings
  - Access Centralized Settings and the Overview Page
  - Configure Destination Lists
    - Bulk Upload
  - Configure Block Pages
  - Configure Content Settings
  - Configure Security Settings
  - Configure Advanced Settings
- Manage Centralized Reports
  - Data Warehouse Locations
- Manage MSP Settings
  - Add a New Administrator
    - Delegated Administration
    - Procedure
  - Invite an Administrator from Another Organization
  - Create a Global Read Only Administrator
  - Update Billing Contact
  - Update Umbrella Support Contact
  - Add Your Logo to the MSP Console
  - Create a Branded Login Page
    - Prerequisites
    - Procedure
  - Integrate a PSA
    - Delete a PSA Integration
- Manage Logs
  - Logging to Umbrella's Data Warehouse
Getting Started with Cisco Umbrella
- Add a Network Identity to Protect Your Customer's Network
  - Step 1 – Select the Appropriate Network
  - Step 2 – Add a Network Identity
  - Delete a Network Identity
- Point DNS to Cisco Umbrella
  - Step 1 – Find out where your public DNS server addresses are configured
  - Step 2 – Log into the server or router where DNS is configured
  - Step 3 – Change your DNS server addresses
  - Step 4 – Test your new DNS settings
- Manage the Cisco Umbrella Root Certificate
  - Why Install a Certificate?
- Create and Apply Policies
  - 1. Create a New Policy
    - Advanced Settings
  - 2. Configure Security Settings
  - 3. Configure Content Settings
  - 4. Select Destination Lists
  - 5. Configure Block Pages
    - Bypass Users
    - Bypass Codes
  - 6. Review and Save Your Policy
- Manage the Intelligent Proxy
  - What is the Intelligent Proxy?
    - Advantages of using the Intelligent Proxy
    - Sites that are not proxied by the intelligent proxy
      - Can I request or add domains to be proxied by the Intelligent Proxy?
    - Configuring the Intelligent Proxy to handle HTTPS traffic
  - Enable the Intelligent Proxy
  - Test the Intelligent Proxy
  - Reporting and the Intelligent Proxy
  - Enable SSL Decryption
    - Testing SSL Decryption
    - What is being decrypted and proxied?
Roaming Client Deployment Guide
- Introduction
  - What is the Umbrella Roaming Client?
  - How Does It Work?
  - What are the Benefits of the Umbrella Roaming Client?
  - Does It Work With VPNs?
  - Can I Still Run Antivirus and Endpoint Security Software?
  - I'd Like to Know More About the Umbrella Roaming Client, Where do I Look?
  - Questions?
- Manual Deployment
  - Single Machine or Manual Installation
  - Download the Umbrella Roaming Client
  - Installing the Umbrella Roaming Client
- Automated Deployment
  - Deployment Parameters
  - Distributed or Automated Installation with Apple Remote Desktop
- Verify Operation
  - Verify on Target Computer
  - Verify in the Umbrella Dashboard
    - Admin Audit Log
    - Roaming Computers Page
- Status, States, and Functionality
  - Status In the Umbrella Dashboard
  - Roaming Client Information Listed in the Umbrella Dashboard
  - Tray Icon Status
  - Advanced: Network Access per Service
  - Advanced: How the Umbrella Roaming Client Changes States
- Virtual Appliances
  - Virtual Appliances and the Umbrella Roaming Client
    - Behavior
- Troubleshooting
  - Common Issues and Troubleshooting
    - Did the Umbrella Roaming Client not Install?
    - Unable to Resolve Internal Resources
    - Failed Installations
    - Unregistered Umbrella Roaming Clients
    - Unprotected/Unencrypted
    - Switching states or statuses frequently (flapping)
  - Logs
  - Diagnostic Tool
- Domain Management
  - Internal Domains
  - DNS Suffixes (Windows Only)
  - Operational Flowchart
    - Internal Domains
    - External Queries
    - Internal Queries
  - Advanced Topics
    - Unencrypted
    - Virtual Appliances
    - DHCP/Static DNS Servers
    - DNS Suffixes (Continued)
- Roaming Computers Settings
RMM Deployment Guide
- Introduction
  - Remote Monitoring and Management Solutions
- Datto RMM
- Overview
- ConnectWise Command
  - Procedure
    - Create the Installer
    - Create a Job
    - Confirm Deployment
- N-able
- NinjaOne
  - Procedure
    - Confirm Deployment
- Kaseya
  - Select and Download Cisco Secure Client Components
  - Upload the new combined Zip file to the KVSA RMM server
- Optional Parameters
- Uninstall Scripts
- ConnectWise Automate
- Overview
- Deployment Procedure of Cisco Secure Client 5.0 using ConnectWise (Automate) RMM scripts
  - Select and Download Cisco Secure Client Components
  - Copying files from Cisco Secure Client into ConnectWise Server Share
  - Changes needed in "CW Install Cisco Secure Client"
- Optional Parameters
- Uninstall Scripts
Getting Started with Easy Protect
- Introduction
  - Getting Started
- Manage Easy Protect
  - 1. Manually Add a Network Identity
  - 2. Point Your Customer's DNS To Cisco Umbrella
  - Manage Licenses
- Manage Policies
  - Change Default Policy
  - Add a New Policy
    - 1. Select Networks to Protect
      - Advanced Settings
    - 3. Select Destination Lists
    - 4. Configure Block Pages
    - 5. Review and Save Your Policy

Cisco Umbrella for MSPs User Guide Manage MSP Customers Add a New Customer

Last updated: Nov 19, 2025

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